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Questions tagged [reports]

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0
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1answer
179 views

how to make charts and graphs in CiviCRM

I was wondering if it is possible through in CiviCRM, WordPress to do charts or graphs. If so, how should I do it? Thank you!
2
votes
1answer
129 views

Custom fields in the Report Templates

I've managed to generate new fields but I can't add them into the report templates. How can I do that? Thank you
1
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3answers
35 views

Issue with custom report that shows all users registered for event in last 2 years but not this year

I am using Drupal 7 and CiviCRM 4.6.28. I am trying to create a report that will display all of the users who registered for an event in 2015 and 2016, but not yet in 2017. I have the report working ...
1
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2answers
21 views

premium gift reports not showing size ordered

we set up a premium gift ( a t-shirt) for a donation. now i can't find a report that tells me what size of t shirt they wanted. I have downloaded contribution reports but it's not there. need to ...
4
votes
1answer
57 views

Transactions with fee amount don't show up properly in batches

I ran into an issue the other day on a client site with how transactions with fees show up in batches. I wanted to be sure it wasn't unique to their instance so I deployed a fresh CiviCRM 4.7.20 ...
1
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2answers
71 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
1
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1answer
87 views

Contribution Summary throws 500 error

Uncaught Error: [] operator not supported for strings in /wp-content/plugins/civicrm/civicrm/CRM/Report/Form/Contribute/Summary.php:580 Don't know whether this started with Civi 4.7.19, WP 4.8, or ...
1
vote
1answer
47 views

For all reports, CiviReport shows a page with no content

I'm getting a mostly blank screen when trying to run reports. I see the CiviCRM menu and page heading, then the page footer, with nothing in between. I get the same thing for every report and every ...
1
vote
1answer
80 views

Error: Warning: ini_set(): A session is active

I am requesting Reports via Cron to email: https://crm.xxx.lv/sites/all/modules/civicrm/bin/cron.php?pass=xxx&name=xxx&key=xxxx&job=mail_report&format=csv&instanceId=70 All ...
0
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1answer
48 views

Volunteer Report does not report on 'Role'

When I assign volunteers to shifts via the 'Assign Volunteers' screen, the roles are missing from the Volunteer Report. When I assign volunteers to shifts via the api though, the Volunteer Report ...
0
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1answer
13 views

E-mailed report misses a column

I have created Contribution report which also has one Custom Field column (Membership Type). When I open the report, I see all columns. But when I setup Email Delivery and receive the report as CSV, ...
0
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1answer
53 views

How to undo a deleted report

I created a report to log in our donations however this morning when I deleted a batch it has deleted the entire report template and I now have empty contribution batches with just the amounts and not ...
3
votes
1answer
38 views

How can I create A Report based on counties?

As part of our initial member sign-up, we ask folks to list the name of the county where they reside. I want to create a report identifying members who live in specific counties. e.g. A grouping of ...
1
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2answers
82 views

First time donor report

I am trying to pull a first time donor report. I am using the Repeat Contributions report. I set the Initial Date Range as custom from beginning to Dec 31, 2016. The Second Date Range is This Year. I ...
0
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2answers
37 views

How to select Top Donors filtered by Contribution source

I would like to run a donor report to see how much our congregants have donated over the time we have been with Shuilsuite. I see the report called 'top donors' which is exactly what I am looking for....
1
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2answers
74 views

How to supply user input to custom visualizations with Civisualize

I'd like to make a custom visualization with Civisualize but the visualization requires the user to first provide some input through several form elements. None of the visualizations that I see within ...
0
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0answers
54 views

How do I change code in DEVELOPER tab?

How do I change the code in Developer tab in CiviCRM reports?
0
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3answers
68 views

Bookkeeping report that includes grouping by deposit and Line Item Totals

We are using Civi 4.6.18 WordPress 4.7.1 iATS is our paymentprocessor. All donations use Price Sets so we use Line Items for our reports Is there a way to get a report that groups Contributions ...
2
votes
1answer
94 views

Membership report showing different status than membership dashboard

We customised the names of the membership status rules to better suit our needs. For example in the membership status rules screen, 'New' was changed to 'New Members' and 'Current' was changed to '...
2
votes
1answer
56 views

Excluding blank or null values from report

I'd like to create a report that includes a record if ANY value for a particular column is present, but excludes if there is no value. For example, for gender of Male or Female, I'd like to filter if ...
1
vote
2answers
19 views

Is there a way of removing 'View' from event reports

Event reports have the word 'View' to the right of the contact name - it's a link to the participant record. It's not a selectable column in the report and the problem is that when the report is ...
1
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0answers
22 views

Reports templates not working on new install

I have installed version 4.7.13 in word press and am trying to get it working. So far so good except for reports, when I try to use most of the reports I get an html page that I can't do anything ...
1
vote
1answer
30 views

Real-time dashlet of contacts without certain activity

I would like to create a dashlet listing contacts who do not have a certain type of activity scheduled. I've tried a comnbination of smart groups and include/exclude search, which works but does not ...
0
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1answer
75 views

How to export 'employee of' relationship that has multiple staff members?

As a disclaimer, I've read up on this thread: How to export all children of a family?. However, that doesn't seem to solve my problem. Here's my dilemma. I'm looking to export contacts from our ...
1
vote
1answer
41 views

Totals without showing each contact in Contact related reports

Is it possible to have contact reports with listings that do not initially show each contact as a row but displays only the totals for the sorting groups? I have thousands of contacts and want to ...
4
votes
2answers
67 views

How can I create a report that shows contacts with no activities within a certain date range?

I'm trying to create what my client calls a "Lag Report" that allows them to get a list of contacts with no activities related to them within a certain date range. "Who are my contacts who we have ...
0
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2answers
176 views

Can't save reports

I'm using CiviCRM 4.7.11 on Drupal. For some time now (not sure how many minor versions) it has not been possible to create reports or to save changes to any reports. The button ("Update Report", I ...
2
votes
2answers
60 views

Complex multiple Selects in Custom Coded Reports

Following on from my query here How to write custom report SQL (CiviCRM 4.7 on WordPress) I built the SQL I needed as step 1, which works fine in mysql / phpmyadmin. I have used civix, to generate ...
7
votes
1answer
639 views

How to write custom report SQL

I'm not asking for the actual solution, but more a pointer to references examples for the structure so I can move forward. CiviCRM 4.7 or WordPress - I need to create a report that I think will be ...
2
votes
3answers
177 views

Custom Report By Relationship

Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get ...
1
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0answers
45 views

Civicrm Rebux PHP limit?

I have installed Civicrm Rebux on our test system This seemed to install fine, no errors reported - however when clicking on it (under reports) I get a white screen of death). On checking error ...
1
vote
1answer
23 views

Specific Reports

I'm having trouble running a report and I hope someone can help. I would like to run a report that shows me the name and address of the contributors between now and 2011. I have a database that goes ...
3
votes
1answer
25 views

How can I filter click-through reports by date range?

long time user of civicrm. Have 4.7.6 installed on Drupal 7 in a linux environment and I'd like to look at an old email's metrics. I see I pull up specific URL click-through metrics, but it shows me ...
1
vote
0answers
28 views

CiviCRM reports do not support unicode

Some reports do not support unicode characters in contact names: Contact reports: Activity summary Contact Logging Report (Summary)
3
votes
3answers
342 views

How can I modify the existing report template?

we use the [source] and [external ID] heavily. They are standard civi fields however they do not appear on the report template (detail or summary versions). Pointers on where to go to update the ...
1
vote
3answers
92 views

Create Report From Scratch?

In the reports section, I see that I can change and adjust default reports. Is there a way for me to build a report entirely from scratch?
2
votes
2answers
31 views

Track contacts who attended more than 1 event

Is there a way to track contacts that have registered for more than 1 event within the past 12 months? Either through reports or smart groups or any other way?
3
votes
2answers
170 views

CiviCRM REST API query doesn't return all fields of a 'Report'

I have been trying to retrieve reports based on default report templates through REST API calls. But the fields returned for each report instance is not same as what it is supposed to according to a ...
0
votes
1answer
38 views

How can I link contacts & activities in a report or export?

My client would like to report or export certain activities for contacts that meet a certain criteria. This doesn't seem possible, which is surprising. Activity search only allows a search of ...
1
vote
2answers
87 views

Exporting Contacts - Reporting?

Is there a way to save different reports? ie. the fields wanted to export? so you don't have to enter those in every single time you do an export?
4
votes
2answers
122 views

How can I change the 'Postcode' field to work with UK postcodes?

I am currently running tests with CiviCRM 4.6.14 and have custom functionality working as we require. During testing by the end user, an issue has come to light with the 'Postcode' field. Despite ...
2
votes
3answers
29 views

Creating a Report on Donor History

Good morning, I need to look through our donors and see who is a recurring donor and who is not. What is the protocol to create these kinds of reports? Thank you!
1
vote
1answer
81 views

Custom report with custom fields: Group By not correctly naming custom fields

Update I think the issue I'm running into is from this bug: https://issues.civicrm.org/jira/browse/CRM-18055 Using Civi 4.6.7 and Drupal 7. This is my first custom report, and I'm attempting to let ...
0
votes
1answer
25 views

Is there a way to create a new group from report results (instead of adding to an existing group)?

I see that I can "add contacts to a group" from report results, but what if I need a new empty group? Is there a way to create a brand new group right from the report preview?
7
votes
2answers
103 views

Were they a member last year?

We are trying to come up with some reports that show retention rates over the years. I had thought that I would be able to do a include/exclude search where I include members from 2015 and exclude ...
1
vote
1answer
36 views

how do I exclude blank or null in a report

I'm currently trying to set up a simple report for bookkeeping transactions for the last month. It's was great except for the fact it is also including paypal fees on top of the full transaction ...
3
votes
1answer
68 views

How do I determine how many active members there were on a date in the past? [duplicate]

I've been asked to mine CiviCRM to determine how many active members we had on a particular date in the past, i.e. How many active members did we have on Dec 31, 2015? Is there a search or report ...
3
votes
2answers
94 views

Can we control what contact name links to on reports?

We have a lot of "Contact Reports" set up and in some of them the contact name links to the contact record but in others it links to another report. I can't see what it is that influences this. Is it ...
1
vote
1answer
34 views

How can we add Batch information to the Bookkeeping report?

Batch name/title information does not show up in the columns available to the Bookkeeping report. Is there a way to add this? As an alternative, we would also be open to creating a new bookkeeping "...
1
vote
2answers
63 views

is a certain report available?

I am the Treasurer of small not-for-profit organization and we use CIVI for our donations database. I see that CIVI has a "Repeat Contributions" report that can show a comparison of total $$ donated ...